More than a decade has passed since the launch of the PDF and a lot has happened since. Today, more than any other organizations, law firms have made PDF their own - pushing the format to its limits. Users can now collate, redact, secure, split, markup, OCR, and edit PDFs, but the way in which we interact with the file format has more or less remained the same. Until now.
pdfDocs is based on a completely different paradigm to other PDF applications. It is a matter-centric PDF workspace.
Matter-centric PDF workspace - pdfDocs Organizer Project
Source multiple documents from local or network drives, email, or document management systems (DMS) that relate to a particular case, matter or project and collate them into a PDF Organizer Project workspace. From here, you can print, email or save the Project directly into a DMS as a single and secure PDF or PDF/A document.
A new workflow
Collate documents: Print, import or drag-and-drop documents into an Organizer Project. Re-arrange pages and documents within the collated set with just a few clicks. To exclude a page or document from a particular version, simply uncheck it from the document list. The excluded page or document is not removed or deleted from the Organizer Project and it can be checked for inclusion in a future version.
Edit content: A powerful set of editing tools allow you to edit text and images; rotate, crop, or delete pages within the document set; add Bookmarks and Links to help readers navigate the document; OCR specific pages or documents to make them text-searchable; reduce file size through optimization.
Apply page settings: Add a watermark like 'Draft' or 'Confidential' to the document to indicate its status; apply a Stationery Set that might consist of your firm's logo and address; add a Header/Footer containing Time/Date stamping, Bates Numbering, or information from your DMS.
Secure the document: Mark up the document with proposed redactions. The redactions can be reviewed, approved, and applied by a supervisor on the Comments pane. Secure the document with an Open Password and/or 128-bit encryption.
Output the collated set: You can now output the collated set as a single PDF or PDF/A document. You can split it into smaller files to comply with eFiling or email file size requirements if the file is too big. All your output options (Security, Headers/Footers, Bookmarks, Initial View, watermarks etc) can be reviewed and modified before you click the Save As button.
Save the Organizer Project: You can save the Organizer Project file (.POP) to work on later or as a template (.POPT). Create another Organizer Project from scratch or based on a template.
Working in Modes
In addition to Organizer Project Mode, pdfDocs also works in Single Document mode and Binder Project Mode. Switch between the Modes according to whether you're working with a single document or thousands.
Single Document Mode: Open and work with a single instance of a PDF document, independent of Organizer and Binder Project modes. Edit, annotate and mark up or open multiple instances of a PDF document. This is a faster, simpler way of interacting with documents.
Binder Project Mode: Automate the process of converting and assembling huge numbers of documents into a single or multi PDF, which can be distributed to clients or third parties quickly and securely. Documents and folders from a Microsoft Windows or a DMS can be easily added to the Binder. The Binder can be output to CD complete with an interactive Table of Contents.